Curtiss-Wright (CW) is back in focus after securing a 4 year contract, via CCC, to supply Recover Assist Securing and Traversing helicopter handling systems to the U.S. Naval Air Warfare Centre.
See our latest analysis for Curtiss-Wright.
The RAST contract comes at a time when Curtiss-Wright’s share price is US$726.48, with a 30-day share price return of 10.63% and a 90-day share price return of 32.72%. The 1-year total shareholder return of 130.83% and 5-year total shareholder return of more than 5x indicate that momentum has been strong over both shorter and longer horizons.
If this defense contract has you thinking about where else advanced engineering is in focus, it could be worth checking out 30 robotics and automation stocks as a starting list of related opportunities.
After a share price that has more than doubled over the past year and now sits close to the average analyst price target, investors may be wondering whether Curtiss Wright still offers upside or if the market is already pricing in future growth.
Most Popular Narrative: 20% Overvalued
With Curtiss-Wright last closing at $726.48 against a widely followed fair value estimate of about $608.17, the leading narrative frames the current price as rich relative to its long term fundamentals, based on detailed growth and margin assumptions discounted at 7.81%.
Record backlog growth (+12% YTD to $3.8B), strong book-to-bill ratios (1.2x in A&D), and a healthy order pipeline in both defense and nuclear align with management's confidence in posting 9–10% sales growth, 16–19% EPS growth, and over 100 bps of margin expansion in 2025, signaling undervaluation if current pricing underappreciates this forward visibility and operational leverage.
Want to see what is sitting behind that backlog story? The narrative leans on steady top line expansion, firmer margins, and a premium earnings multiple carried well into the forecast horizon. Curious which specific growth and profitability assumptions support that fair value and how sensitive they are to small changes? The full write up lays out the numbers in detail.
Result: Fair Value of $608.17 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, that story could shift if large defense or nuclear contracts are delayed, or if customers tilt budgets toward software solutions, pressuring Curtiss-Wright’s hardware-focused portfolio.
Find out about the key risks to this Curtiss-Wright narrative.
Next Steps
If this mix of strong recent returns and questions about upside has you on the fence, do not wait. Weigh the trade off yourself and see the 2 key rewards and 1 important warning sign.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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